Video wird geladen...

Video konnte nicht geladen werden

Beim Laden dieses Videos ist ein Problem aufgetreten. Dies könnte an einem vorübergehenden Netzwerkproblem liegen oder das Video ist möglicherweise nicht verfügbar.

"Is Hyperliquid taking over Binance?" CZ addresses the ongoing debate around Hyperliquid’s rapid rise and whether decentralized exchanges are threatening Binance’s market dominance: "A lot of people in crypto believe that Binance sees Hyperliquid as its first real competitor and that some of your public comments have been attempts... to slow their momentum. What would you say to those people?" "No, they were wrong. I encourage way more crypto exchanges to innovate, and we view exchanges as helping to grow the pie." "Right now, the market is nowhere near saturated. Penetration-wise, there may be 5 to 15% of people who have some kind of crypto." "Net worth-wise, a very small percentage. Value-wise, we're probably like less than 1% penetration." "In this type of early stage, you want as many players as possible so that we can grow the industry."show more

The Jedi M@n 🧑‍🦯

10,825 subscribers

23,457 Aufrufe • vor 13 Tagen •via X (Twitter)

Nachrichten & Politik Finanzen Wissenschaft & Technologie

Anya Rossi• Live Now

Private livecam show

38 Kommentare

Profilbild von The Jedi M@n 🧑‍🦯

The Jedi M@n 🧑‍🦯vor 13 Tagen

Ft: @KevinWSHPod x @cz_binance

Profilbild von Duc Crypto

Duc Cryptovor 13 Tagen

hyperliquid's growth is good, we just want more competition

Profilbild von The Jedi M@n 🧑‍🦯

The Jedi M@n 🧑‍🦯vor 13 Tagen

Binance is that Competition

Profilbild von Jesse

Jessevor 13 Tagen

Damn The greatest rivals in history

Profilbild von The Jedi M@n 🧑‍🦯

The Jedi M@n 🧑‍🦯vor 13 Tagen

Haha, fr man

Profilbild von Đường Phát

Đường Phátvor 13 Tagen

tbh hyperliquid's growth is good for the whole ecosystem

Profilbild von The Jedi M@n 🧑‍🦯

The Jedi M@n 🧑‍🦯vor 13 Tagen

But can it keep up with the growth of Binance?

Profilbild von Lemberg

Lembergvor 13 Tagen

Binance and Hyperliquid aren't competing for the same trader. One sells access, the other sells the book. Treating that as one market is why this argument never lands. This is the kind of split VOICE is built to hold, not a winner-take-all quote war.

Profilbild von SOHEIL

SOHEILvor 13 Tagen

wonder how many new players will emerge

Profilbild von 𝙋𝙐𝙇⭕𝙆 🍌

𝙋𝙐𝙇⭕𝙆 🍌vor 13 Tagen

I like how CZ says more players help

Profilbild von Gem Of Kingdom

Gem Of Kingdomvor 13 Tagen

like when you finally find a faster checkout line, only for it to get stuck at the selfcheckout scanner, too soon to crown a winner

Profilbild von Rhyne

Rhynevor 13 Tagen

It's great to see an open attitude towards competition and innovation.

Profilbild von ERFAN

ERFANvor 13 Tagen

The evolving landscape of exchanges is certainly noteworthy and merits close observation.

Profilbild von Rakib

Rakibvor 13 Tagen

More players means more growth for everyone

Profilbild von ABBA

ABBAvor 13 Tagen

Impressive consistency throughout

Profilbild von mynameisTectra

mynameisTectravor 13 Tagen

Innovation drives growth for the entire crypto industry.

Profilbild von May

Mayvor 13 Tagen

Hyperliquid's growth shakes up crypto

Profilbild von 𝐌𝐈𝐌 ♡

𝐌𝐈𝐌 ♡vor 13 Tagen

More players mean more growth for everyone in crypto

Profilbild von Ishaq

Ishaqvor 13 Tagen

you want as many players as possible so that we can grow the industry

Profilbild von DeRizvi

DeRizvivor 13 Tagen

Love seeing CZ stay calm, but Hyperliquid growing fast is real.

Profilbild von MOHSIN

MOHSINvor 13 Tagen

Encouraging innovation and growth in the industry.

Profilbild von MARKHOR 🐐

MARKHOR 🐐vor 13 Tagen

Five percent adoption beats market share worry

Profilbild von Lynn

Lynnvor 13 Tagen

hyperliquid is making moves, could change things up

Profilbild von Akash.eth🌊

Akash.eth🌊vor 13 Tagen

Hyperliquid growing fast is a real wake up call for Binance, I like that CZ focused on innovation instead of attacking.

Profilbild von AwaL

AwaLvor 13 Tagen

Competition can expand the crypto market rather than just divide it

Profilbild von KaiNoir

KaiNoirvor 13 Tagen

Decentralized exchanges will drive innovation, no doubt

Profilbild von Subit

Subitvor 13 Tagen

There’s a clear difference between activity and real progress

Profilbild von Samba 🔴

Samba 🔴vor 13 Tagen

The perspective here makes the key takeaway easy to understand.

Profilbild von Loc Capital

Loc Capitalvor 13 Tagen

hyperliquid's growth shows there's room for more players, not threat

Profilbild von Lina 🦅

Lina 🦅vor 13 Tagen

CZ saying the pie is still tiny is the real point here

Profilbild von OGA_NASER

OGA_NASERvor 13 Tagen

Thank you for your

Profilbild von Evan Jawad

Evan Jawadvor 13 Tagen

This could be more about market shifts than just one player.

Profilbild von MURISCO

MURISCOvor 13 Tagen

More players mean more growth chances

Profilbild von Adnan

Adnanvor 13 Tagen

Binance and Hyperliquid both pushing fast, but CZ saying people are wrong and inviting more innovation feels like a healthy signal for competition in crypto.

Profilbild von H B O

H B Ovor 13 Tagen

nobody wants another complicated route to liquidity

Profilbild von ARIF

ARIFvor 13 Tagen

Interesting one, curious where this goes next

Profilbild von BOSS🥷🀄

BOSS🥷🀄vor 13 Tagen

hyperliquid's growth is good, we just want more competition

Profilbild von 𝖁𝖊𝖑𝖖𝖔𝖗

𝖁𝖊𝖑𝖖𝖔𝖗vor 13 Tagen

More players mean more growth

Ähnliche Videos

Binance CEO CZ 🔶 BNB says the crypto industry is too transparent: "I think right now the crypto industry is too transparent. It's actually extremely easy to track crypto funds. The blockchain is a public ledger. If you couple that with a few centralized exchanges, KYC information, you can track most of the transactions pretty accurately. So I think right now there's a lack of preserving of privacy." "For example, if your company pays everybody in crypto and if you get one payment today on the blockchain, you can just trace to the address that paid you and see how many addresses that address paid in the last week, then you can figure out everybody's salary. That's a privacy issue." "Another example, if you pay for a hotel [in crypto], then people will know that you're going to stay at that hotel, which for some people may create security issues. So there's little problems like those that are not solved yet."

Binance CEO CZ 🔶 BNB says the crypto industry is too transparent: "I think right now the crypto industry is too transparent. It's actually extremely easy to track crypto funds. The blockchain is a public ledger. If you couple that with a few centralized exchanges, KYC information, you can track most of the transactions pretty accurately. So I think right now there's a lack of preserving of privacy." "For example, if your company pays everybody in crypto and if you get one payment today on the blockchain, you can just trace to the address that paid you and see how many addresses that address paid in the last week, then you can figure out everybody's salary. That's a privacy issue." "Another example, if you pay for a hotel [in crypto], then people will know that you're going to stay at that hotel, which for some people may create security issues. So there's little problems like those that are not solved yet."

TBPN

495,210 Aufrufe • vor 6 Monaten

Jeff on how he views Hyperliquid relative to CEXs: > The House of All Finance is meant to be inclusive, not a vampire attack on existing businesses > Many CEXs view Hyperliquid as a competitor taking market share, he thinks that’s the wrong way to look at it > Hyperliquid is better viewed as a liquidity layer that exchanges and other financial platforms can plug in, similar to what VALR has done > Instead of a battle between CEXs and DEXs, Jeff sees a collaborative future where Hyperliquid serves as core infrastructure for finance

Jeff on how he views Hyperliquid relative to CEXs: > The House of All Finance is meant to be inclusive, not a vampire attack on existing businesses > Many CEXs view Hyperliquid as a competitor taking market share, he thinks that’s the wrong way to look at it > Hyperliquid is better viewed as a liquidity layer that exchanges and other financial platforms can plug in, similar to what VALR has done > Instead of a battle between CEXs and DEXs, Jeff sees a collaborative future where Hyperliquid serves as core infrastructure for finance

Henrik

36,155 Aufrufe • vor 3 Monaten

Crypto Penetration Is Still Below 1% in Terms of Global Wealth Binance founder Changpeng Zhao (CZ) CZ 🔶 BNB said in a July 16 interview with Talking Tokens Podcast that while many people believe the crypto market is already saturated, crypto penetration remains below 1% in terms of global wealth, meaning the industry is still at an early stage. He said fiat on- and off-ramps still involve significant friction, while stablecoins have yet to offer both attractive yields and easy tradability. In the RWA sector, only a small number of stocks have been tokenized, mostly in the U.S., leaving substantial room for further growth.

Crypto Penetration Is Still Below 1% in Terms of Global Wealth Binance founder Changpeng Zhao (CZ) CZ 🔶 BNB said in a July 16 interview with Talking Tokens Podcast that while many people believe the crypto market is already saturated, crypto penetration remains below 1% in terms of global wealth, meaning the industry is still at an early stage. He said fiat on- and off-ramps still involve significant friction, while stablecoins have yet to offer both attractive yields and easy tradability. In the RWA sector, only a small number of stocks have been tokenized, mostly in the U.S., leaving substantial room for further growth.

Wu Blockchain

23,477 Aufrufe • vor 2 Monaten

Is crypto VC going extinct? "No, I think it's evolving." "If you rewind the clock back to 2021–2022, there were a lot more VCs who raised money on the idea that they were going to deploy into a crypto venture." "And the idea was that, well, anybody can do this. You just have to sling some money around and some tokens and everything goes up automatically." "We're in a very different world now. We're in a regime where there's not that many players that are really institutional quality, and that can really add value to a lot of these projects." "Most of the easy money in crypto is gone now." Haseeb Qureshi ＞|＜ on Bloomberg TV at Token2049

Is crypto VC going extinct? "No, I think it's evolving." "If you rewind the clock back to 2021–2022, there were a lot more VCs who raised money on the idea that they were going to deploy into a crypto venture." "And the idea was that, well, anybody can do this. You just have to sling some money around and some tokens and everything goes up automatically." "We're in a very different world now. We're in a regime where there's not that many players that are really institutional quality, and that can really add value to a lot of these projects." "Most of the easy money in crypto is gone now." Haseeb Qureshi ＞|＜ on Bloomberg TV at Token2049

Dragonfly ＞|＜

27,067 Aufrufe • vor 5 Tagen

Martin Masser from ChangeNOW says we overlook how many people get paid in USDT and Bitcoin because their currency won't hold "We have a lot of payments areas. We have a lot of travel companies, luxury goods items. People may want to accept crypto. If you have a website, maybe you want to be accepting payments in crypto." "We're very lucky where we are in the Western world, where we can use our Apple Pay. But there's many areas of the world where the currency is going up and down. What you get paid today is very different to what it's worth next week." "A lot of them do take stablecoins, and the amount of people I know that get USDT and Bitcoin as their main payments. This is something we really overlook. You go to many areas of the world, this is what a lot of them are doing." "How are they able to spend that? So there is now payments. Websites or companies can use that as an integration, so they can accept crypto payments, and then we look after all the ends of whatever they need, if they need it looked after or cashed out." "I think we really do overlook how many people actually utilise and hold crypto on a day-to-day basis. This isn't just price speculation." "This is really, look, I know I'm not going to be able to have the same amount of money in my pocket if I get paid in a local currency. And even sending it to partners and loved ones, this happens a lot."

Martin Masser from ChangeNOW says we overlook how many people get paid in USDT and Bitcoin because their currency won't hold "We have a lot of payments areas. We have a lot of travel companies, luxury goods items. People may want to accept crypto. If you have a website, maybe you want to be accepting payments in crypto." "We're very lucky where we are in the Western world, where we can use our Apple Pay. But there's many areas of the world where the currency is going up and down. What you get paid today is very different to what it's worth next week." "A lot of them do take stablecoins, and the amount of people I know that get USDT and Bitcoin as their main payments. This is something we really overlook. You go to many areas of the world, this is what a lot of them are doing." "How are they able to spend that? So there is now payments. Websites or companies can use that as an integration, so they can accept crypto payments, and then we look after all the ends of whatever they need, if they need it looked after or cashed out." "I think we really do overlook how many people actually utilise and hold crypto on a day-to-day basis. This isn't just price speculation." "This is really, look, I know I'm not going to be able to have the same amount of money in my pocket if I get paid in a local currency. And even sending it to partners and loved ones, this happens a lot."

The Wolf Of All Streets

34,368 Aufrufe • vor 24 Tagen

Tokenized SanDisk bets see more liquidations than $XRP, raising questions about the volatility 24/7 trading will bring "The most interesting part of this story is the one there in the headline. Tokenized SanDisk bets saw more liquidations than XRP." "Bitcoin had the most, then Ethereum, Solana, Zcash, Near, SanDisk, Hyperliquid, XRP." "Now we have tokenized equities, or more specifically a perpetual offered on an equity on a crypto exchange, seeing larger liquidation numbers than some of the largest cryptos." "Which really, really, really makes you wonder what is going to happen when everything is tokenized and markets are 24/7, 365." "To give you the TLDR on that conversation, there's going to be a lot of hours with thinly traded books where we're going to see massive volatility while people are sleeping." "Some of that will happen on crypto exchanges when the other exchanges are not open, because we're going 24/5 with the NASDAQ, but that still leaves the weekends." "There's going to be core trading hours, and in the after hours sessions, which will no longer be after hours, there'll probably be less people trading." "You're going to have a lot more volatility and insanity, especially as we make that transition."

Tokenized SanDisk bets see more liquidations than $XRP, raising questions about the volatility 24/7 trading will bring "The most interesting part of this story is the one there in the headline. Tokenized SanDisk bets saw more liquidations than XRP." "Bitcoin had the most, then Ethereum, Solana, Zcash, Near, SanDisk, Hyperliquid, XRP." "Now we have tokenized equities, or more specifically a perpetual offered on an equity on a crypto exchange, seeing larger liquidation numbers than some of the largest cryptos." "Which really, really, really makes you wonder what is going to happen when everything is tokenized and markets are 24/7, 365." "To give you the TLDR on that conversation, there's going to be a lot of hours with thinly traded books where we're going to see massive volatility while people are sleeping." "Some of that will happen on crypto exchanges when the other exchanges are not open, because we're going 24/5 with the NASDAQ, but that still leaves the weekends." "There's going to be core trading hours, and in the after hours sessions, which will no longer be after hours, there'll probably be less people trading." "You're going to have a lot more volatility and insanity, especially as we make that transition."

The Wolf Of All Streets

18,573 Aufrufe • vor 1 Tag

Dragonfly GP Rob Hadick on what actually happened on 10/10 and what the industry needs to learn from it "It's pretty clear that mistakes were made in infrastructure and risk management at certain exchanges. That created a dislocation of collateral, and that dislocation meant there was a depegging that shouldn't have happened, that wouldn't have happened if people were appropriately building the infrastructure the way everyone had warned and expected they should be. That created this cascading liquidation effect that ended up being the worst day in crypto history" "There are a couple of narratives. One is about making sure we continue to act like a mature enough industry that has risk management and counterparty risk at the top of our minds. Another is how we think through the types of leverage we allow for products. There's retail hunger for a lot of leverage, but is that the most appropriate way to give access to retail traders, depending on their level of sophistication?" "It was over a million individual accounts. There aren't that many people here, and especially entering a bear market, those would have been the people who probably would have still been participating"

Dragonfly GP Rob Hadick on what actually happened on 10/10 and what the industry needs to learn from it "It's pretty clear that mistakes were made in infrastructure and risk management at certain exchanges. That created a dislocation of collateral, and that dislocation meant there was a depegging that shouldn't have happened, that wouldn't have happened if people were appropriately building the infrastructure the way everyone had warned and expected they should be. That created this cascading liquidation effect that ended up being the worst day in crypto history" "There are a couple of narratives. One is about making sure we continue to act like a mature enough industry that has risk management and counterparty risk at the top of our minds. Another is how we think through the types of leverage we allow for products. There's retail hunger for a lot of leverage, but is that the most appropriate way to give access to retail traders, depending on their level of sophistication?" "It was over a million individual accounts. There aren't that many people here, and especially entering a bear market, those would have been the people who probably would have still been participating"

The Wolf Of All Streets

35,385 Aufrufe • vor 2 Monaten

the memecoin market was one of the greatest opportunities that we ever saw within crypto some people were making millions of dollars overnight at the peak but it's not what it used to be, and things have changed here is what caused the memecoin market to change into what it is now if you want to be a part of a community that knows what they're doing in crypto, join Kanto Labs

the memecoin market was one of the greatest opportunities that we ever saw within crypto some people were making millions of dollars overnight at the peak but it's not what it used to be, and things have changed here is what caused the memecoin market to change into what it is now if you want to be a part of a community that knows what they're doing in crypto, join Kanto Labs

AshRobin 🐶

17,478 Aufrufe • vor 6 Monaten

The whole industry is pivoting out of crypto right now "We saw Robinhood's crypto earnings down massively, but they replaced that with prediction markets and did well. Coinbase suffering because their volumes are down massively. Wintermute is beholden to the same trend, which is the depths of a bear market, apathy, very little trading volume, very little to market make" "They want to actually make money, so they're going to go to greener pastures where they can do so" "But just remember, our market makers are moving into other markets, our Bitcoin miners are becoming AI data centers, and our crypto exchanges are becoming everything apps focused more heavily on prediction markets than crypto volumes. That should show you everything you need to know about where we're at in the cycle right now"

The whole industry is pivoting out of crypto right now "We saw Robinhood's crypto earnings down massively, but they replaced that with prediction markets and did well. Coinbase suffering because their volumes are down massively. Wintermute is beholden to the same trend, which is the depths of a bear market, apathy, very little trading volume, very little to market make" "They want to actually make money, so they're going to go to greener pastures where they can do so" "But just remember, our market makers are moving into other markets, our Bitcoin miners are becoming AI data centers, and our crypto exchanges are becoming everything apps focused more heavily on prediction markets than crypto volumes. That should show you everything you need to know about where we're at in the cycle right now"

The Wolf Of All Streets

49,371 Aufrufe • vor 2 Monaten

Martin Masser from ChangeNOW says banks are running software from the 70s, and crypto is how they get out "I think there was a point where we did think we would replace the banks, but that was probably 12 years ago. I think now, working parallel." "I worked in a lot of these banking systems, and do you know what, now that you've doxxed your age, a lot of the software in the banks is older than you." "They've got these legacy systems in from the '70s, and they just can't get that out because so much of that is ingrained. So you're in banking and you've got software from the '80s, '90s, '70s in there. It's just not going to be as efficient." "I think what's really interesting for the stage that we're at is there's going to be so many more things that we can do with crypto within banking." "The amount of people that are on the banking floor trying to approve settlements is crazy. We can do that in crypto really easily." "So I'm actually finding a lot more banks now are open to integrating, and they are now integrating a lot of the software, a lot of the ideas." "And I think the key thing people maybe don't realize, banks have been involved in this space for a very long time. A lot of the times they've been doing pilots, proofs of concept, little trials." "But now we're starting to see the banks integrating a lot of these systems, because they just see so many efficiencies that are there now with this."

Martin Masser from ChangeNOW says banks are running software from the 70s, and crypto is how they get out "I think there was a point where we did think we would replace the banks, but that was probably 12 years ago. I think now, working parallel." "I worked in a lot of these banking systems, and do you know what, now that you've doxxed your age, a lot of the software in the banks is older than you." "They've got these legacy systems in from the '70s, and they just can't get that out because so much of that is ingrained. So you're in banking and you've got software from the '80s, '90s, '70s in there. It's just not going to be as efficient." "I think what's really interesting for the stage that we're at is there's going to be so many more things that we can do with crypto within banking." "The amount of people that are on the banking floor trying to approve settlements is crazy. We can do that in crypto really easily." "So I'm actually finding a lot more banks now are open to integrating, and they are now integrating a lot of the software, a lot of the ideas." "And I think the key thing people maybe don't realize, banks have been involved in this space for a very long time. A lot of the times they've been doing pilots, proofs of concept, little trials." "But now we're starting to see the banks integrating a lot of these systems, because they just see so many efficiencies that are there now with this."

The Wolf Of All Streets

27,235 Aufrufe • vor 24 Tagen

Treasury withdraws 2 crypto rules: $10K self-custody transfer reporting and mixer tracking "It's not just the SEC and the CFTC. Treasury making a huge move for the industry very quietly here yesterday. So, Treasury withdraws crypto mixing rule, citing concerns over chilling effect on legitimate activity." "If you've been around for a while, you probably remember these. To be clear, they were never actually put into law, but now the idea of them is being dropped. But it's very, very important for your protections in crypto. There's a 2020 self-hosted wallet rule and a 2023 crypto mixer reporting rule." "The wallet proposal would have required banks and exchanges to verify identities and maintain records for self-hosted wallet transactions above $3,000. Like, that would have been literally impossible, as everyone in the industry pointed out." "Every transaction above $10,000 would have been reported to FinCEN, even if you sent $10,000 to yourself or to a friend in crypto. Somehow someone would be responsible for those to be reported to FinCEN, even though it was in a self custody wallet with no KYC and no AML." "The implications of this went even deeper, of course, because obviously crypto miners and brokers and exchanges all move money around, tons of transactions, and very few of those are tracked directly to an individual person. So as many pointed out, this was basically impossible to do in the first place."

Treasury withdraws 2 crypto rules: $10K self-custody transfer reporting and mixer tracking "It's not just the SEC and the CFTC. Treasury making a huge move for the industry very quietly here yesterday. So, Treasury withdraws crypto mixing rule, citing concerns over chilling effect on legitimate activity." "If you've been around for a while, you probably remember these. To be clear, they were never actually put into law, but now the idea of them is being dropped. But it's very, very important for your protections in crypto. There's a 2020 self-hosted wallet rule and a 2023 crypto mixer reporting rule." "The wallet proposal would have required banks and exchanges to verify identities and maintain records for self-hosted wallet transactions above $3,000. Like, that would have been literally impossible, as everyone in the industry pointed out." "Every transaction above $10,000 would have been reported to FinCEN, even if you sent $10,000 to yourself or to a friend in crypto. Somehow someone would be responsible for those to be reported to FinCEN, even though it was in a self custody wallet with no KYC and no AML." "The implications of this went even deeper, of course, because obviously crypto miners and brokers and exchanges all move money around, tons of transactions, and very few of those are tracked directly to an individual person. So as many pointed out, this was basically impossible to do in the first place."

The Wolf Of All Streets

23,337 Aufrufe • vor 8 Tagen

Crypto as We Know It Dies July 1, 2026 MiCA comes into full force on July 1, 2026. Over 90% of crypto platforms registered in the EU will be forced to stop serving European users. This is the end of crypto as we know it. Out of more than 1,200 crypto companies that were legally operating in the EU, only around 200 have obtained full authorization. That means roughly 80% to 90% of exchanges are either already gone or about to become illegal. MEXC and HTX have no license. Binance's fate is still uncertain. Even KuCoin, which did get licensed, was banned from taking new customers due to anti-money laundering failures. On top of that, USDT is not MiCA compliant, so EU users will be forced to switch to USDC or euros. Is this the death of crypto or the birth of a safer industry? Full breakdown 👇

Crypto as We Know It Dies July 1, 2026 MiCA comes into full force on July 1, 2026. Over 90% of crypto platforms registered in the EU will be forced to stop serving European users. This is the end of crypto as we know it. Out of more than 1,200 crypto companies that were legally operating in the EU, only around 200 have obtained full authorization. That means roughly 80% to 90% of exchanges are either already gone or about to become illegal. MEXC and HTX have no license. Binance's fate is still uncertain. Even KuCoin, which did get licensed, was banned from taking new customers due to anti-money laundering failures. On top of that, USDT is not MiCA compliant, so EU users will be forced to switch to USDC or euros. Is this the death of crypto or the birth of a safer industry? Full breakdown 👇

Grey BTC

142,793 Aufrufe • vor 3 Monaten

Having recently closed their $20M Series A, Ostium CoFounder and CEO kaledora joins us to share more on their grand vision in a new The Edge Podcast. What always resonated with me personally is Ostium started with serving us as native onchain investors, who have no interest in off-ramping but would like to get exposure to other non-crypto asset classes onchain 😇 "One problem we saw was in crypto, which was there was no way to use your onchain capital to go and trade things that were not crypto. It felt like everything that had been built to date was kind of prelude to what would ultimately be a much bigger market, in the sense that like all of the new market and incentive design was geared towards allowing people to transact trading crypto itself, which is you know great, but the ultimate end goal, like if this technology is gonna be extremely valuable, the ultimate end goal is enabling people to trade the like trillions of dollars worth of existing assets that are out there that should move on to blockchain rails. So we thought, one, that's gonna be the biggest market, that's the single biggest opportunity in crypto is enabling these rails to get people to trade stuff that's not crypto assets themselves. And secondly, if you already have your money onchain and you don't want to off-ramp, which I mean, are very good reasons why you wouldn't want to off ramp if you made your money in crypto, or you have a significant amount of your money onchain, you're completely constrained to just being able to invest in or trade cryptoassets. And we had a pretty strong conviction that there would be this sort of like tailwind or like rising set of people who had a majority or a large portion of their wealth onchain and would want to get exposure to other assets. We initially were very focused on commodities specifically. We had this strong conviction that commodity supercycle that's wound up being very true, but we extended beyond, I think, an unnecessary focus on a single asset class to FX, indices, single name stocks, and all of these very liquid global markets that ultimately there was no really easy way to access onchain. So that was sort the first problem. We thought in the next couple of years, this market's going to exist and we can build to capture that market. The second, and I think more important and ultimately far larger TAM, that we saw and problem that we wanted to solve, and this is one that we've been somewhat quiet on to date and have recently, I think, unveiled this larger plan as part of our recent fundraise, like Series A announcement, is a problem that we saw globally in what's called the CFD market. And for the uninitiated, CFDs are called, they're, contracts for difference or contract for differences. People put the 's' in different places. And they are basically, they are the little known fact among crypto people, but they are the dominant retail derivative in the world." For the full episode with kaledora dropping tomorrow, subscribe below. ► Newsletter: ► Spotify: ► Apple: ► Youtube: ► Pods: ► Linktree:

Having recently closed their $20M Series A, Ostium CoFounder and CEO kaledora joins us to share more on their grand vision in a new The Edge Podcast. What always resonated with me personally is Ostium started with serving us as native onchain investors, who have no interest in off-ramping but would like to get exposure to other non-crypto asset classes onchain 😇 "One problem we saw was in crypto, which was there was no way to use your onchain capital to go and trade things that were not crypto. It felt like everything that had been built to date was kind of prelude to what would ultimately be a much bigger market, in the sense that like all of the new market and incentive design was geared towards allowing people to transact trading crypto itself, which is you know great, but the ultimate end goal, like if this technology is gonna be extremely valuable, the ultimate end goal is enabling people to trade the like trillions of dollars worth of existing assets that are out there that should move on to blockchain rails. So we thought, one, that's gonna be the biggest market, that's the single biggest opportunity in crypto is enabling these rails to get people to trade stuff that's not crypto assets themselves. And secondly, if you already have your money onchain and you don't want to off-ramp, which I mean, are very good reasons why you wouldn't want to off ramp if you made your money in crypto, or you have a significant amount of your money onchain, you're completely constrained to just being able to invest in or trade cryptoassets. And we had a pretty strong conviction that there would be this sort of like tailwind or like rising set of people who had a majority or a large portion of their wealth onchain and would want to get exposure to other assets. We initially were very focused on commodities specifically. We had this strong conviction that commodity supercycle that's wound up being very true, but we extended beyond, I think, an unnecessary focus on a single asset class to FX, indices, single name stocks, and all of these very liquid global markets that ultimately there was no really easy way to access onchain. So that was sort the first problem. We thought in the next couple of years, this market's going to exist and we can build to capture that market. The second, and I think more important and ultimately far larger TAM, that we saw and problem that we wanted to solve, and this is one that we've been somewhat quiet on to date and have recently, I think, unveiled this larger plan as part of our recent fundraise, like Series A announcement, is a problem that we saw globally in what's called the CFD market. And for the uninitiated, CFDs are called, they're, contracts for difference or contract for differences. People put the 's' in different places. And they are basically, they are the little known fact among crypto people, but they are the dominant retail derivative in the world." For the full episode with kaledora dropping tomorrow, subscribe below. ► Newsletter: ► Spotify: ► Apple: ► Youtube: ► Pods: ► Linktree:

DeFi Dad ⟠ defidad.eth

32,429 Aufrufe • vor 9 Monaten

“When we say that we cannot wait, what we mean is that we want to get it out of the way so that we can return to the work of transforming this country, as fast as possible. To the young people who are here in large numbers, and all those I have seen where we were in the past few days, it is impossible not to hope when we look at you. We cannot lose momentum. And I know you will not either. ” Chairman Kagame | RPF Presidential Campaign - Huye District.

“When we say that we cannot wait, what we mean is that we want to get it out of the way so that we can return to the work of transforming this country, as fast as possible. To the young people who are here in large numbers, and all those I have seen where we were in the past few days, it is impossible not to hope when we look at you. We cannot lose momentum. And I know you will not either. ” Chairman Kagame | RPF Presidential Campaign - Huye District.

FPR-Inkotanyi

13,982 Aufrufe • vor 2 Jahren

Matt Hougan says a handful of mega-caps are sucking capital from the rest of the market, and if they roll over, $BTC ends up doing exceptionally well "I think some of that underperformance is those 5 or 10 names sucking capital out of the other names, more so than poor economic performance or poor economic earnings. I would guess if you looked at the overall earnings of the S&P 500, they may tell a different story than performance." "We felt that so acutely in crypto, where AI was sucking capital out of crypto for a while, and that definitely contributed to the last bear market cycle. So I think there's an element of that in it as well." "You have to be a little bit worried about it. You have to play the game in your head of what happens if that crash happens. As crypto investors, we should ask, what happens if that crash happens? I think in the end it ends up with Bitcoin doing exceptionally well, but there might be a little hiccup in the middle. But I see no signs that we're rolling over."

Matt Hougan says a handful of mega-caps are sucking capital from the rest of the market, and if they roll over, $BTC ends up doing exceptionally well "I think some of that underperformance is those 5 or 10 names sucking capital out of the other names, more so than poor economic performance or poor economic earnings. I would guess if you looked at the overall earnings of the S&P 500, they may tell a different story than performance." "We felt that so acutely in crypto, where AI was sucking capital out of crypto for a while, and that definitely contributed to the last bear market cycle. So I think there's an element of that in it as well." "You have to be a little bit worried about it. You have to play the game in your head of what happens if that crash happens. As crypto investors, we should ask, what happens if that crash happens? I think in the end it ends up with Bitcoin doing exceptionally well, but there might be a little hiccup in the middle. But I see no signs that we're rolling over."

The Wolf Of All Streets

26,332 Aufrufe • vor 5 Tagen

The Idea of NHI on Earth. ⬇️⬇️⬇️ 🔥"The gravity of it goes up a whole lot if it goes from the theoretical to the verified." ~Dr. Phil 🔥 "There have been people that have reported being abducted over the years. What's the intent behind that? Is it medical? Is it more nefarious?" ~BZ to Dr. Phil (I'm so glad Bryce went there.) "There will be people...who likely are going to need some some assistance to help deal with this because it is so far-reaching and for some people, potentially, very frightening." ~Mellon ~ Dr. Phil: "We know in the last 80 years there have been no overt hostile acts that we know about. That doesn't mean there could be things happening that are attributable to these forces that we don't know about. But, we certainly don't have any attacks that we can attribute to these UAPs or whatever." (Well, there's Colares in 1977. If that was non-human in nature, I'd say that qualifies as overt. And the Thomas Mantell incident in 1948 where he crashed and died after pursuing a UFO. Was that overt? Unfortunately, we don't know what happened and probably never will.) Dr. Phil: "And if the best predictor of future behavior is past behavior, I think people can take some comfort in knowing that if they were gonna melt us with a ray gun or something of that nature, they've had ample opportunity to do that. "They may have been here 1000 years before we were here. Who knows what the situation is? But we do know that as long as we've been monitoring this and tracking it, there have been no overt hostile acts and I think people can take some comfort in that, and should." (See the work of Peter Levenda for a deeper look at that. "They might have been attacking us for centuries already, in ways that make sense to them... What if they are attacking us through the manipulation of consciousness? ~Peter Levenda More... ⬇️⬇️⬇️ ~ (I'm glad Bryce pushed back a bit.) Bryce Zabel: "They should. The only thing I would say is, if we're dealing with a non-human intelligence - or an NHI, as we like to say now - we'd have to assume that they think differently than us. So even in our own world, in the United States, we tend to think in four-year terms because of presidential terms, right? So you can't get something off the ground if it can't get done right away. The Chinese may think in 100-year terms when they think about Taiwan or whatever. "It's possible there are alien or non-human intelligences that think in a different time frame. If their time frame was 1000 years, then they could just be getting started. "And on the topic of the nuclear issue, which I share concern of. I mean, I think the nuclear issue means it is at least a national-security issue of some kind. Now, I've heard people talk about this, Dr. Phil, two different ways. Some people say, 'Well, you know, they're looking at our nuclear capabilities because they want to protect us from ourselves.' "Okay, that's great, I hope that's true. But the other would be: what do you do before you actually go to war with anybody, is you do reconnaissance. You try to find out what the other guy has. What are their assets? What are their capabilities?" (That may freak out some people but all angles should be considered.) Zabel: "So, I think the problem that we need to overcome in this country is getting to a place where we understand this phenomenon that we're encountering enough that we can at least start to figure out intent. What is the intent? "There have been people that have reported being abducted over the years. What's the intent behind that? Is it medical? Is it more nefarious? What is it? And so, we got a lot of work to do, and I think that's why I am so supportive of your current efforts because you're, basically, saying, 'Let's get started, people. Let's really take this seriously. Let's quit fooling around and stigmatizing people that want to take it seriously, and let's get to work.' But let's get to work as a human race. Let's start sharing what we know and let's make progress. That's where I'm coming from, too." (Bringing up abductions is important because it IS part of this discussion and it shouldn't be avoided. Kudos to Bryce!) Dr. Phil: "I saw a study that said 71% of Americans believe that there are aliens that have been or are in our earthly space. And it's interesting...I read that in one context, it said, 'Look, this is not going to be such a big deal if this gets verified.' "You know, there's one thing to say that in the abstract, like, 'Yeah, I think yeah probably there are.' It's a whole other different situation if you turn around and see somebody standing there. The gravity of it goes up a whole lot if it goes from the theoretical to the verified. (100%. That's my favorite part of the interview and it's so true.) Dr. Phil: "And I hope that we are going to put enough context around this, particularly knowing that there are segments of our population that are very vulnerable. There are some elderly folks that aren't up on technology and might be overwhelmed by the reality of this. "We have certain populations that might be easily disoriented or destabilized in the mental emotional fringes of the population. And I worry about those that are easily exploitable. You know, you need to get out of the urban areas, buy our buried school bus in the mountains, and you'll be safe forever. You know the con artists and the scammers are going to find every opportunity to prey upon those that are concerned and worried about this. "And I think we need to be prepared to take care of those that might be destabilized by this information that's coming out right now, we can't pretend they aren't there. We've made those mistakes in the past, like during COVID, for example. There are those that are more impacted than others, and we need to be prepared to handle that." Christopher K. Mellon: "We, recently, commissioned a study by a group of six psychologists, PhD psychologists, on this topic of how the public would receive this information. And it was generally very encouraging. And what they found was that the great bulk of the population, as they have in the past with other epical changes such as the Copernican principle, or evolution, or general relativity, it takes people a while to process this information. There's a period of resistance. But most people will get up, get out of bed, go to work the next day. They're not devastated, even though there's nothing quite comparable to this, perhaps." (There's no perhaps. A government or respected figure admitting that we're not alone on this planet would be unprecedented and there is NOTHING we can compare it to.) Mellon: "What the study did find is that there is likely, however, to be a subset of people, maybe 15% of the population, that are going to need some help. And that we are not necessarily prepared in our present state to provide that kind of assistance, and we need to be doing more to get ready for that." (If he's talking world population, that's about 1.2 BILLION people who are going to need some help dealing with this. Holy crap. 😬) Mellon: "And also, to work on the messaging. The messaging is so important, clear and consistent messaging from the government, trying to develop trust with the American people so that the information is is accepted and acted on." (For me, I want the whole truth more than the right "message.") Mellon: "A lot of the difference will be people who can't get their head around it, even though they really understand it. But because of their own belief structure, the architecture of their own belief structure, for some reason, in their particular individual case, it's particularly threatening or disruptive. "So there will be people who fall into that category, according to this study, who likely are going to need some some assistance to help deal with this because it is so far-reaching and for some people, potentially, very frightening."

The Idea of NHI on Earth. ⬇️⬇️⬇️ 🔥"The gravity of it goes up a whole lot if it goes from the theoretical to the verified." ~Dr. Phil 🔥 "There have been people that have reported being abducted over the years. What's the intent behind that? Is it medical? Is it more nefarious?" ~BZ to Dr. Phil (I'm so glad Bryce went there.) "There will be people...who likely are going to need some some assistance to help deal with this because it is so far-reaching and for some people, potentially, very frightening." ~Mellon ~ Dr. Phil: "We know in the last 80 years there have been no overt hostile acts that we know about. That doesn't mean there could be things happening that are attributable to these forces that we don't know about. But, we certainly don't have any attacks that we can attribute to these UAPs or whatever." (Well, there's Colares in 1977. If that was non-human in nature, I'd say that qualifies as overt. And the Thomas Mantell incident in 1948 where he crashed and died after pursuing a UFO. Was that overt? Unfortunately, we don't know what happened and probably never will.) Dr. Phil: "And if the best predictor of future behavior is past behavior, I think people can take some comfort in knowing that if they were gonna melt us with a ray gun or something of that nature, they've had ample opportunity to do that. "They may have been here 1000 years before we were here. Who knows what the situation is? But we do know that as long as we've been monitoring this and tracking it, there have been no overt hostile acts and I think people can take some comfort in that, and should." (See the work of Peter Levenda for a deeper look at that. "They might have been attacking us for centuries already, in ways that make sense to them... What if they are attacking us through the manipulation of consciousness? ~Peter Levenda More... ⬇️⬇️⬇️ ~ (I'm glad Bryce pushed back a bit.) Bryce Zabel: "They should. The only thing I would say is, if we're dealing with a non-human intelligence - or an NHI, as we like to say now - we'd have to assume that they think differently than us. So even in our own world, in the United States, we tend to think in four-year terms because of presidential terms, right? So you can't get something off the ground if it can't get done right away. The Chinese may think in 100-year terms when they think about Taiwan or whatever. "It's possible there are alien or non-human intelligences that think in a different time frame. If their time frame was 1000 years, then they could just be getting started. "And on the topic of the nuclear issue, which I share concern of. I mean, I think the nuclear issue means it is at least a national-security issue of some kind. Now, I've heard people talk about this, Dr. Phil, two different ways. Some people say, 'Well, you know, they're looking at our nuclear capabilities because they want to protect us from ourselves.' "Okay, that's great, I hope that's true. But the other would be: what do you do before you actually go to war with anybody, is you do reconnaissance. You try to find out what the other guy has. What are their assets? What are their capabilities?" (That may freak out some people but all angles should be considered.) Zabel: "So, I think the problem that we need to overcome in this country is getting to a place where we understand this phenomenon that we're encountering enough that we can at least start to figure out intent. What is the intent? "There have been people that have reported being abducted over the years. What's the intent behind that? Is it medical? Is it more nefarious? What is it? And so, we got a lot of work to do, and I think that's why I am so supportive of your current efforts because you're, basically, saying, 'Let's get started, people. Let's really take this seriously. Let's quit fooling around and stigmatizing people that want to take it seriously, and let's get to work.' But let's get to work as a human race. Let's start sharing what we know and let's make progress. That's where I'm coming from, too." (Bringing up abductions is important because it IS part of this discussion and it shouldn't be avoided. Kudos to Bryce!) Dr. Phil: "I saw a study that said 71% of Americans believe that there are aliens that have been or are in our earthly space. And it's interesting...I read that in one context, it said, 'Look, this is not going to be such a big deal if this gets verified.' "You know, there's one thing to say that in the abstract, like, 'Yeah, I think yeah probably there are.' It's a whole other different situation if you turn around and see somebody standing there. The gravity of it goes up a whole lot if it goes from the theoretical to the verified. (100%. That's my favorite part of the interview and it's so true.) Dr. Phil: "And I hope that we are going to put enough context around this, particularly knowing that there are segments of our population that are very vulnerable. There are some elderly folks that aren't up on technology and might be overwhelmed by the reality of this. "We have certain populations that might be easily disoriented or destabilized in the mental emotional fringes of the population. And I worry about those that are easily exploitable. You know, you need to get out of the urban areas, buy our buried school bus in the mountains, and you'll be safe forever. You know the con artists and the scammers are going to find every opportunity to prey upon those that are concerned and worried about this. "And I think we need to be prepared to take care of those that might be destabilized by this information that's coming out right now, we can't pretend they aren't there. We've made those mistakes in the past, like during COVID, for example. There are those that are more impacted than others, and we need to be prepared to handle that." Christopher K. Mellon: "We, recently, commissioned a study by a group of six psychologists, PhD psychologists, on this topic of how the public would receive this information. And it was generally very encouraging. And what they found was that the great bulk of the population, as they have in the past with other epical changes such as the Copernican principle, or evolution, or general relativity, it takes people a while to process this information. There's a period of resistance. But most people will get up, get out of bed, go to work the next day. They're not devastated, even though there's nothing quite comparable to this, perhaps." (There's no perhaps. A government or respected figure admitting that we're not alone on this planet would be unprecedented and there is NOTHING we can compare it to.) Mellon: "What the study did find is that there is likely, however, to be a subset of people, maybe 15% of the population, that are going to need some help. And that we are not necessarily prepared in our present state to provide that kind of assistance, and we need to be doing more to get ready for that." (If he's talking world population, that's about 1.2 BILLION people who are going to need some help dealing with this. Holy crap. 😬) Mellon: "And also, to work on the messaging. The messaging is so important, clear and consistent messaging from the government, trying to develop trust with the American people so that the information is is accepted and acted on." (For me, I want the whole truth more than the right "message.") Mellon: "A lot of the difference will be people who can't get their head around it, even though they really understand it. But because of their own belief structure, the architecture of their own belief structure, for some reason, in their particular individual case, it's particularly threatening or disruptive. "So there will be people who fall into that category, according to this study, who likely are going to need some some assistance to help deal with this because it is so far-reaching and for some people, potentially, very frightening."

Joe Murgia

31,404 Aufrufe • vor 3 Monaten

Avichal Garg on his $5-10M $BTC thesis "The way we've always thought about it is, this is digital gold. It's a fixed supply asset, it's easy to transport, it's easy to subdivide, it's a global liquid market." "People in the United States sometimes, or people in the west sometimes, forget how easy it is for us to acquire gold. You can go to the store and buy some, or you can get some gold futures. In a lot of the world, you can't get gold that easily. And people want it, people want dollars and gold." "So I tend to think as many people will have BTC as hold gold. If you just look at it from a market cap perspective, if BTC and gold get to a similar market cap, you're talking well in excess of a million dollars per BTC." "One of the lessons of the internet is, when you put things on a phone, you get addressable market expansion. Back in the day people used to talk about, how could Uber possibly be worth more than $10 billion, because the entire taxi industry is only worth $10 billion. Without realizing that when you put Uber on one of these things, all of a sudden 10x as many people can do it." "If you went back 15 years and told your friends there are gonna be 10 companies worth more than a trillion dollars, nobody would have believed you. So I don't think it's crazy that BTC ends up being bigger than gold in the fullness of time."

Avichal Garg on his $5-10M $BTC thesis "The way we've always thought about it is, this is digital gold. It's a fixed supply asset, it's easy to transport, it's easy to subdivide, it's a global liquid market." "People in the United States sometimes, or people in the west sometimes, forget how easy it is for us to acquire gold. You can go to the store and buy some, or you can get some gold futures. In a lot of the world, you can't get gold that easily. And people want it, people want dollars and gold." "So I tend to think as many people will have BTC as hold gold. If you just look at it from a market cap perspective, if BTC and gold get to a similar market cap, you're talking well in excess of a million dollars per BTC." "One of the lessons of the internet is, when you put things on a phone, you get addressable market expansion. Back in the day people used to talk about, how could Uber possibly be worth more than $10 billion, because the entire taxi industry is only worth $10 billion. Without realizing that when you put Uber on one of these things, all of a sudden 10x as many people can do it." "If you went back 15 years and told your friends there are gonna be 10 companies worth more than a trillion dollars, nobody would have believed you. So I don't think it's crazy that BTC ends up being bigger than gold in the fullness of time."

The Wolf Of All Streets

31,248 Aufrufe • vor 18 Tagen